Where markets were leaning on 2026-08-24
The net read we published that day, kept as a dated record. For where markets are leaning right now, see today's outlook.
Energy
The gist: The energy sector appears to be moving sideways, characterized by a lack of clear directional momentum. While there is notable activity within energy transition infrastructure and industrial commodities, the overall market direction remains neutral. Watch: - Movement in energy transition infrastructure and industrial commodities. - The Indian government's Offer for Sale (OFS) of up to a 6% stake.
Updated 2026-08-24 23:50 UTC · sign up for the full net read + the markets you follow
Rates Bonds
The gist: The market for rates and bonds is showing signs of cooling demand in the housing sector, which is leaning lower. While mortgage rates are currently trending sideways, they maintain a slight upward bias following a recent two-basis-point increase to 6.57% APR. Watch: - The trajectory of 30-year fixed-rate mortgage rates following their recent minor uptick.
Updated 2026-08-24 23:50 UTC · sign up for the full net read + the markets you follow
Emerging Markets
The gist: The emerging markets outlook is leaning lower, driven by significant selling pressure in China and Hong Kong equities and rising inflationary risks. While equity markets face downward momentum, inflation is trending higher due to elevated Brent crude prices and new U.S. sanctions.
Updated 2026-08-24 23:50 UTC · sign up for the full net read + the markets you follow
Global Macro
The gist: The global macro outlook is bifurcated, with inflation and gold prices leaning higher due to intensifying geopolitical tensions and fiscal pressures. Conversely, the energy transition theme appears to be moving sideways as development aid faces significant fiscal tightening [energy-transition].
Updated 2026-08-24 23:50 UTC · sign up for the full net read + the markets you follow
Us Equities
The gist: US equities are leaning lower, driven primarily by significant selling pressure in the technology and semiconductor sectors. The market is facing fragility due to a combination of geopolitical uncertainty, inflation concerns, and specific headwinds for AI-linked semiconductor stocks. Watch: - Nvidia's quarterly results due Wednesday.
Updated 2026-08-24 23:49 UTC · sign up for the full net read + the markets you follow
Crypto
The gist: The crypto market appears to be moving sideways to leaning lower, driven by resource competition and infrastructure instability. While there is a focus on the intersection of crypto and the energy transition, tensions regarding electricity limits and competition from the AI sector are creating headwinds for mining stability.
Updated 2026-08-24 23:49 UTC · sign up for the full net read + the markets you follow
Eu Equities
The gist: EU equities appear to be trending sideways, characterized by mixed regional performance and broader uncertainty. While the FTSE 100 showed slight outperformance, the DAX and CAC 40 faced declines, leaving the overall market sentiment balanced between geopolitical/monetary uncertainty and localized stability. Watch: - Divergence between UK-based indices and continental European peers (DAX and CAC 40).
Updated 2026-08-24 23:49 UTC · sign up for the full net read + the markets you follow
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